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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,

Can I have your three top picks for industrials.

Thanks,
Robert
Read Answer Asked by Robert on September 15, 2025
Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx
Read Answer Asked by sam on July 28, 2025
Q: Thoughts on these aerospace companies? TDG and HEI have been great compounders over long term and LOAR is a fairly newcomer. Can you compare the fundamentals against each other and if you wanted to buy now, how would you rank them? LOAR has higher growth potential but valuation is higher too. Thanks!
Read Answer Asked by Keith on July 28, 2025
Q: Which industrials in Canada and US are worth buying at the moment?
Read Answer Asked by Peter on July 14, 2025
Q: Hi Everyone,

Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.

VRT is my only US "Industrial" at present.

Thank you!
Read Answer Asked by Stefan on May 16, 2025
Q: I'm long GE and am looking to add to the Aero & Defense sector. Could you recommend 3 companies in order with preferred entry prices that could compliment my position in GE? Thank You.
Read Answer Asked by Michael on February 24, 2025
Q: Please rank the following from best to worst for a long term hold. Thanks
Read Answer Asked by Ben on January 13, 2025
Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal
Read Answer Asked by cal on November 29, 2024
Q: What would be your top 3 buys in the Aerospace & Defense sector and why? Or would you just go with an ETF like XAR/PPA/ITA? Thanks!
Read Answer Asked by Michael on October 29, 2024
Q: Have about $18.0 K U.S. that I would like to put to work for 30 to 40 months. Would appreciate suggestions - ETF or individual security. Sector not too relevant although, like most Cdn, investors, I am overweight financlals and resources. Keeping the funds in U.S., a mix of capital appreciation and reinvested dividends would be nice. Thanks for all the 5i Team do and a shout out to all the members whose thoughtful questions have helped me in recent years.
Read Answer Asked by Bill on October 07, 2024
Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks
Read Answer Asked by Ben on September 22, 2024
Q: Nice earnings from Howmet Aerospace Inc and looks to be a great stock since COVID decline.

Can I get your updated views on this company and compare/contrast to Heico, TransDigm, GE Aerospace and 1 other NA listed competitor I am missing (BOEING)

Please rank from best to worse for a 5 year hold risk not an issue looking for largest gains based on best guess of course.

What 2 main financial metrics would you look at for these specific companies ?

It seems the standard symbol for Howmet Aerospace Inc. (HWM) is not showing and only 2 questions under the symbol with Ex-Distribution - FYI

Read Answer Asked by Michael on August 02, 2024
Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.
Read Answer Asked by Anh on June 27, 2024
Q: In your answer to Judith today, you identified four outstanding Canadian stocks that may develop, over time, to be as good as LMN. Could you identify 4-5 US stocks that have similar characteristics?
Read Answer Asked by Greg on April 25, 2024
Q: In watching BNN the other night, in talking about Constellation Software, Brian Madden mentioned that his fund has recently bought into what they view as a US based equivalent company. Unfortunately, much to my disappointment, he didn't mention who the company was. This did get me to wondering what (if any), US based companies you would recommend that are Constellation Software like and would he have perhaps have been referring to LMN?
Thank you again for the fabulous service!
Mike
Read Answer Asked by Mike on April 15, 2024
Q: Aerospace service, repairs, parts and maintenance for existing airline fleets is a likely growth area for many years as the ability of airplane manufacturers to satisfy market needs is hampered. Can you offer 3 or 4 of the larger companies in this area likely to benefit from this growth, provide some direction as to current valuation, level of debt, insider ownership, share buyback activity and provide a single recommendation that is your pick for best of breed in this area. Finally would you buy that pick at the current share price for a 3 year hold. Love the question and looking forward to your answer!!! Thank you.
Read Answer Asked by Ken on April 02, 2024
Q: Which US industrials represent the best combo of dividends and growth potential? Thanks
Read Answer Asked by alex on March 28, 2024
Q: what would you you recommend as 5 top shorts?
Read Answer Asked by Gary on March 20, 2024
Q: Hi 5i,

Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.

Thank you in advance.

Greg C.
Read Answer Asked by GREGORY on February 26, 2024
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